|
151
|
AllSquare Wealth Management
Albany,
New York
|
$20.8M
|
-$548K
|
-7,121
|
-3%
|
|
|
152
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$20.7M
|
-$1.98M
|
-25,732
|
-9%
|
|
|
153
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$20.2M
|
+$505K
|
+6,571
|
+3%
|
|
|
154
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$20M
|
+$1.92M
|
+24,985
|
+11%
|
|
|
155
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$19.9M
|
-$286K
|
-3,723
|
-1%
|
|
|
156
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19.8M
|
-$1.35M
|
-17,545
|
-6%
|
|
|
157
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$19.7M
|
+$1.47M
|
+19,147
|
+8%
|
|
|
158
|
Bear Mountain Capital
Seattle,
Washington
|
$19.7M
|
-$394K
|
-5,118
|
-2%
|
|
|
159
|
Executive Wealth Management
Brighton,
Michigan
|
$19.7M
|
+$791K
|
+10,277
|
+4%
|
|
|
160
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$19.6M
|
+$359K
|
+4,666
|
+2%
|
|
|
161
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$19.6M
|
+$1.2M
|
+15,622
|
+7%
|
|
|
162
|
Matrix Trust Company
Denver,
Colorado
|
$19.4M
|
-$135K
|
-1,751
|
-0.7%
|
|
|
163
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$19.2M
|
+$782K
|
+10,160
|
+4%
|
|
|
164
|
Asset Management Group
Stamford,
Connecticut
|
$19.2M
|
+$55.8K
|
+725
|
+0.3%
|
|
|
165
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$19.1M
|
+$1.85M
|
+24,061
|
+11%
|
|
|
166
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.4M
|
-$279K
|
-3,633
|
-2%
|
|
|
167
|
Montag & Associates
Atlanta,
Georgia
|
$18M
|
-$488K
|
-6,341
|
-3%
|
|
|
168
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$18M
|
+$1.68M
|
+21,798
|
+10%
|
|
|
169
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$17.9M
|
+$4.53M
|
+58,940
|
+34%
|
|
|
170
|
Unison Advisors
Washington,
District of Columbia
|
$17.9M
|
+$804K
|
+10,454
|
+5%
|
|
|
171
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$17.8M
|
-$390K
|
-5,068
|
-2%
|
|
|
172
|
FIDELIS iM
Medford,
Oregon
|
$17.7M
|
+$763K
|
+9,913
|
+5%
|
|
|
173
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$17.5M
|
+$3.31K
|
+43
|
+0%
|
|
|
174
|
KWMG LLC
Overland Park,
Kansas
|
$17.5M
|
+$1.06M
|
+13,739
|
+6%
|
|
|
175
|
Rockefeller Capital Management
New York
|
$17.4M
|
-$12.6M
|
-164,038
|
-42%
|
|
